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BFC Planning, Inc.’s Flowserve FLS Stock Holding History

BFC Planning, Inc.’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Sell
2,094
-4,619
-69% -$351K 0.01% 1034
2026
Q1 		$493K Buy
6,713
+4,494
+203% +$356K 0.02% 571
2025
Q4 		$154K Hold
2,219
– – 0.01% 971
2025
Q3 		$118K Buy
2,219
+662
+43% +$35.9K 0.01% 862
2025
Q2 		$81.5K Buy
1,557
+1,432
+1,146% +$67.4K 0.01% 966
2025
Q1 		$6.1K Hold
125
– – ﹤0.01% 1954
2024
Q4 		$7.19K Buy
+125
New +$7.17K ﹤0.01% 1892

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D1 Capital Partners
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

BFC Planning, Inc.'s FLS Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Flowserve (FLS) stake by 69% in Q2 2026, selling an estimated $351K and leaving 2,094 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #1034.

BFC Planning, Inc. first reported a position in FLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q1 2026. 593 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • BFC Planning, Inc. held 2,094 shares of Flowserve worth $155K as of Q2 2026.
  • BFC Planning, Inc. sold 4,619 Flowserve shares in Q2 2026, an estimated $351K.
  • Flowserve made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1034 holding.
  • BFC Planning, Inc. first reported a position in Flowserve in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Flowserve position peaked at $493K in Q1 2026.
  • 593 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.